We are seeking a talented and motivated Product Owner to join the Wealth Management Digital Client Experience & Platforms team, working directly on our client-facing ETRADE digital platform. The Product Owner will focus on defining and creating exceptional digital experiences for ETRADE clients and supporting the Wealth Management Digital Platform roadmap.
The client is looking for candidates with Wealth Management (WM) experience and individuals who have designed or managed digital platforms such as E
- TRADE , with the ability to collaborate closely with UX teams . Candidates must understand digital client experience, platform design, and integration across wealth and brokerage systems.
Responsibilities
Support ETRADE and Wealth Management digital platforms through definition and prioritization of product roadmap, release planning, and development and communication of business requirements.Collaborate with key stakeholders from business, technology, UX, risk, cyber & fraud, communications, legal, and compliance to elicit requirements.Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with the product vision and goals.Build and maintain a prioritized product backlog; identify, groom, and validate epics and user stories for agile sprints.Support backlog refinement and sprint planning ceremonies to communicate requirements and drive consensus with squad and program stakeholders.Collaborate with UI / UX teams to develop information / interaction architecture, user flows, wireframes, and visual design comps.Work closely with technology teams to assure effective communication of requirements and delivery of key product releases.Prepare presentations, user demos, and status updates.Gather and analyze internal and external feedback to identify and prioritize product gaps, enhancements, and new features.Define and track KPIs and product / program adoption and usage metrics.Work with the Program Management Office to effectively organize and plan product releases.Qualifications
3-5 years of experience as a digital or software Product Manager, Business Analyst, or Product Owner within an agile / scrum development environment.Experience in Wealth Management or Financial Services is required.Experience working on or designing digital platforms (ETRADE, brokerage, or wealth management systems).Strong collaboration skills with UI / UX design teams.Proficiency in defining, analyzing, documenting, and communicating software and product requirements.Understanding of web and mobile technologies.Strong analytical and data-driven mindset with demonstrated ability to utilize data to measure performance and identify opportunities.Excellent written and verbal communication skills with the ability to interact and influence diverse business and technical stakeholders.Bachelor's degree required.Series 7 and Series 24 licenses preferred but not mandatory.Proven ability to manage multiple initiatives concurrently under tight deadlines.